# Bluum Invest LLC

> Bluum Invest LLC is an SEC-registered investment advisory firm in Los Angeles, CA, registered since 2026, reporting under $25 million in regulatory assets under management in its Form ADV filing dated March 4, 2026.

- CRD: 340474
- Filed as: BLUUM INVEST LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Los Angeles, CA
- Filing period: October 2026
- Form ADV filing dated: March 4, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/340474
- AdvisorCensus page: https://advisorcensus.com/firm/bluum-invest-llc-los-angeles-ca-340474

## Quick answers

**How is Bluum Invest LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Bluum Invest LLC reports these compensation arrangements: a percentage of assets under its management.

**How much does Bluum Invest LLC charge?**
Its Form ADV Part 2A brochure dated January 29, 2026 states: Up to $2,000,000: 0.75% a year; $2,000,000 to $5,000,000: 0.5% a year; Above $5,000,000: 0.35% a year. Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Bluum Invest LLC located?**
Bluum Invest LLC's principal office is in Los Angeles, CA, according to its Form ADV.

**Is Bluum Invest LLC registered with the SEC or a state?**
Bluum Invest LLC is an SEC-registered investment advisory firm, registered since 2026. Status as filed: Approved. CRD 340474.

**How much does Bluum Invest LLC manage?**
Bluum Invest LLC reports $0 in regulatory assets under management in its Form ADV filing dated March 4, 2026.

**Does Bluum Invest LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/340474

**What changed in Bluum Invest LLC's recent Form ADV filings?**
In the April 2026 filing data: Newly registered with the SEC.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Fees and minimums (Form ADV Part 2A brochure dated January 29, 2026)

- Up to $2,000,000: 0.75% a year
- $2,000,000 to $5,000,000: 0.5% a year
- Above $5,000,000: 0.35% a year

> Bluum charges most clients of its discretionary investment advisory services an annual investment management fee based on the following schedule: Assets under management Annual Fee First $2 Million 0.75% Amounts in excess of $2 Million & up to $5 Million 0.50% Amounts in excess of $5 Million 0.35%

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Regulatory assets under management (Item 5.F)
- Total: $0
- Discretionary: $0
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 0 | $0 |
| High net worth individuals | 0 | $0 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 0 | $0 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2026 (0 years)
- Employees: 2 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, NY, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [bluuminvest.com](https://bluuminvest.com)

## Changes in the filing (last 12 months)

### April 2026
- Newly registered with the SEC.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Bluum Invest LLC (CRD 340474): Form ADV filing data as of October 2026.